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Meridian Wealth Partners’s American Electric Power AEP Stock Holding History

Meridian Wealth Partners’s Portfolio AEP Stock Details AEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-208
Closed -$18K – 103
2021
Q1 		$18K Buy
+208
New +$16.8K 0.01% 297

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State Street
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T. Rowe Price Associates
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Meridian Wealth Partners's AEP Position: Q2 2021 in Review

Meridian Wealth Partners sold out of American Electric Power (AEP) in Q2 2021, closing a stake of 208 shares — an estimated $18K sold.

Meridian Wealth Partners first reported a position in AEP in Q1 2021 and held it in 1 quarter. The position peaked at $18K in Q1 2021. 1,194 funds tracked by Wall St. Rank hold AEP as of Q2 2021.

  • Meridian Wealth Partners reported no remaining American Electric Power position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 208 American Electric Power shares in Q2 2021, an estimated $18K.
  • Meridian Wealth Partners first reported a position in American Electric Power in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's American Electric Power position peaked at $18K in Q1 2021.
  • 1,194 funds tracked by Wall St. Rank held American Electric Power as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.